See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,504 | $117,983+15.7% | $101,794+34.1% | $142,382-4.1% |
| Participation rate | 88.9% | 74.2%+14.7pp | 69.2%+19.7pp | 80.1%+8.8pp |
| Annual return | 16.50% | 36.92%-20.4pp | 30.53%-14.0pp | 217.08%-200.6pp |
| Employer contribution / active EE | $8,671 | $2,773+212.7% | $2,289+278.8% | $4,299+101.7% |
| Participant deferral / active EE | $2,278 | $4,714-51.7% | $4,084-44.2% | $6,507-65.0% |
| Admin fee / account holder | $4,718 | $10,433-54.8% | $8,777-46.2% | $12,624-62.6% |